Ferrarino_12

[Negligible Capital @negligible_cap]

*MICROSOFT'S AI SALES MOSTLY COME FROM OPENAI, DISCLOSURES SHOW

OpenAI is about 70% of $MSFT AI sales.

Water is wet

[The Long Investor @TheLongInvest]

$AMZN got $640 million in tariff refunds

Even though their customers paid the tariff fee

And $AMZN won’t be passing this on to customers

Trump taxed the American people and gave it straight to large companies

Amazing and nothing will be said about this.

[Matteo Villa @emmevilla]

⛔️🇮🇹 Per l’Italia, la sospensione di Schengen è una clamorosa martellata sulle dita.

Da anni l’Italia chiede ai Paesi più a nord di non sospendere il trattato quando molti migranti sbarcano da noi.

Adesso che lo abbiamo fatto noi, avranno una ragione in più per farlo.

1/3

[Antonello Guerrera @antoguerrera]

This appears to be a diplomatic disaster for Giorgia Meloni.

Under pressure from a far-right party led by a former General, she hastily suspended Schengen with Spain.

Meanwhile Spain had returned almost all 60,000 people from Ceuta to Morocco and assured that none had travelled to mainland Europe.

Furthermore Italy admits more illegal migrants than Spain annually.

Consequently, if Italy faces another large migrant crisis in the future, fewer EU countries may be willing to help.

[Pedro Sánchez @sanchezcastejon]

La solidaridad y la empatía son opcionales.

El respeto a los tratados europeos y a los datos, no.
👇🏼

Número de entradas irregulares entre 2021 y 2026 según Frontex:

Por Italia: 478.600
Por los Balcanes occidentales: 340.600
Por Grecia: 259.800
Por España: 234.760
Por la frontera oriental: 48.000

No es tiempo de dividir. Es tiempo de seguir construyendo una UE fuerte y unida.

[Holger Zschaepitz @Schuldensuehner]

OOPS! The cost of insuring Nvidia against default has almost doubled since late May, w/5y CDS surging >80bps. This is no bankruptcy signal (implied probability of default is priced at 6.5%), but it is a warning that credit mkts growing uneasy about leverage, circular AI financing & durability of capex boom.

[NXT EU @NXT4EU]

Austria and Italy have today been connected for the first time via the new Brenner Base Tunnel, a megaproject that is set to become the longest continuous tunnel in the world.

This is European ambition! 🇪🇺

[Cassandra Unchained @michaeljburry]

There is a reason $NVDA’s 5 year credit default swaps are going parabolic. All this overreaching by #nvda to push the circular spending to biblical proportions .

[clara @leclercsletters]

behind every depressed person there's one even more depressed

[Economia X Finanza @EconXFin]

Nel 2025, l’INPS ha speso 48 milioni di euro in vacanze studio per figli di dipendenti pubblici.
Siamo sicuri che l’INPS (chericeve dallo Stato €160 miliardi perchè i contributi pagati dai lavoratori non bastavano) debba finanziare le vacanze per i figli dei dipendenti pubblici?

[sersky8 @sersky8]

Ma il gioiellere ? E la famiglia nel bosco ?

[Financial Times @FT]

Good morning, Asia. While you were sleeping, one of our most-read stories was about Google burning through cash for the first time since going public decades ago as it raised its spending forecast for AI infrastructure. https://t.co/mYimix2GWy

[Ed Zitron @edzitron]

How does any of this ever possibly pay off?

[Gavin Newsom @GavinNewsom]

Donald Trump is the most corrupt president in American history.

[dethective @dethective]

I analysed the 900+ pages of the Trump financial disclosure report.

He extracted 1.1 BILLION from crypto, divided like this:

> $635.1M → TRUMP memecoin
> $236.3M → WLFI token sales
> $196.9M → Sale of ownership interests in the USD1 stablecoin venture
> $65.6M → Sale of part of Trump's stake in World Liberty Financial
> $6.0M → Melania Trump's NFT sales and collectibles business
> $1.82M → Ethereum validator (staking) rewards

The biggest scammer of all time

[M. 💁🏻‍♀️🐭 @mafifee_]

Deutschland wenn es warm ist:
- Die Bahn rät, das Auto zu nehmen
- Freibäder schließen früher
- Biergärten öffnen nicht
- Krankenhäuser überhitzen
- Senioren werden aus dem Altersheim evakuiert
- alle drehen durch

Andere Länder wenn es warm ist:
- Klimaanlagen

[Hüseyin Karakurt @vekilkarakurt]

80 yıl boyunca her yıl 120 gün ve günde 24 saat 12.000 btu bir klimayı çalıştırırsanız ömrünüz boyunca doğaya yaptığınız co2 salınımı 100 ton olacaktır.

bir süperyat haftada 109 ton
bir özel jet yılda 810 ton
co2 salınımı yapar.

yani ömrünüz boyunca yazları terleyerek geçirirken bir milyardar sadece bir haftada sizin ömrünüz boyunca kaçındığınız zararı doğaya verebiliyor.

[Holger Zschaepitz @Schuldensuehner]

Good Morning from Germany, where the power market just delivered a lesson in renewable volatility.
Despite sunshine and record solar output, electricity prices surged >€700/MWh this week. Tuesday’s avg was still >€200/MWh.
Why? Wind generation collapsed. Plenty of sun. Almost no wind. Costly electricity.

[M @nyse_min]

$MU CEO, 실질적으로:

"10년 이상 동안 $AAPL은 우리 칩을 $5에 사서 금속 상자 안에 붙여넣고, 소비자에게 $99 업그레이드 가격으로 팔면서 우리가 $7을 받으려는 시도를 비웃었어요.
이제 우리는 그들에게 $50을 청구하고 있는데, 그들은 돌아서서 고객들에게 $250 가격 인상을 했네요."

[Luca Ansevini @Anse1987]

Un qualcosa di mai visto insomma. Una console, venduta al lancio a 500€, dopo SEI ANNI arriva a costare 800€.

Io alzo le mani, siamo alla follia più totale portata da questa corsa all’AI.